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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,319 | $147,167-92.3% | $111,392-89.8% | $135,382-91.6% |
| Participation rate | 61.1% | 84.0%-22.9pp | 78.9%-17.7pp | 82.6%-21.5pp |
| Annual return | -8.59% | -4.44%-4.1pp | -2.06%-6.5pp | 519.77%-528.4pp |
| Employer contribution / active EE | $0 | $5,204-100.0% | $4,328-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,805 | $6,565-72.5% | $5,567-67.6% | $5,609-67.8% |
| Admin fee / account holder | $999 | $20,270-95.1% | $12,266-91.9% | $10,829-90.8% |